Personal Wealth Management Programs

Overview

Overview

At MGO, we’ve been providing financial planning and wealth management services since the 1960’s. Our team of investment professionals is well seasoned with decades of experience. As one of the largest investment advisers1 in the Northeastern Ohio area, we are rapidly approaching three quarters of a billion dollars in qualified retirement plans and personal assets.

When it comes to your personal investment strategy we provide a blend of experience, technical analysis and strategic insight to help you build strategies based on your unique situation and goals. As Sir John Templeton, founder of Franklin Templeton Investments famously said, “To buy when others are despondently selling and to sell when others are avidly buying requires the greatest fortitude and pays the ultimate rewards.” Templeton’s point of view is at the core of our investment management philosophy. It’s our starting point as we help you navigate your financial decisions and pursue your goals of building wealth.

1“Largest Investment Advisers Ranked by Assets Under Management Locally” as appearing in Crain’s Cleveland Business April 28, 2014. Ranked #9 in the area.

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Asset Management Philosophy

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Asset Management Philosophy

We use a blend of technical analysis and fundamental analysis to create our investment strategies. We incorporate the theories of two Nobel Prize winners, economists Harry Markovitz and William Sharpe to create profiles that maximize return potential while exposing assets to the smallest amount of risk necessary to achieve investors' long term goals.

While we believe that investor sentiment prevents investing from being an exact science, the stock market is still cyclical in nature. Equity asset classes fall into and out of favor at different stages of the market cycle. This means that from a market peak to a market low, there are always asset classes outperforming the overall market. We attempt to determine these asset classes in advance, noting their correspondence to specific stages of a market cycle and then weight our portfolios with the goal of maximizing returns. We strive to identify these stages in the market cycle by constantly evaluating the external market environment and gauging investor sentiment.

This delicate blend of technical and fundamental analysis is designed to help us formulate long term investment strategies that draw upon both historical market indicators and current investor behavior.

Road to Wealth

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Road to Wealth

Our Road to Wealth program enables investors to have access to a wide variety of actively managed portfolios for all types of accounts, including IRA's, trusts and other individual investment accounts. With Road to Wealth, you can easily establish IRA's and other personal accounts to create a single, cohesive financial strategy.

Our goal with Road to Wealth is to offer access to portfolios of all risk types and configurations that you might find at a big name investment firm without your personal identity, goals and preferences getting lost along the way. In short, we're striving to give you the best of all investment worlds, the options you need to reach your goals and strategy you understand that can take you there.

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MGO } signature

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MGO } signature

MGO } signature is our comprehensive investment service for high net worth investors, those with over $1 million in investments. We based MGO } signature on the idea that true financial security comes when you know you have enough money to live the life you want to live. Starting with a discovery meeting, we’ll go through a comprehensive series of questions designed to identify not just your goals but also your values. Together, we’ll collect information about your life and what’s most important to you, from relationships with family and friends to charitable interests and hobbies.

Using what we’ve learned, we’ll build a “mind map” – a visual representation of your life and all the factors that affect your financial decisions. Then, working with you, we’ll estimate how much you’ll need in retirement and design a financial strategy with the potential to get you there. We’re your partners on the journey, putting your plan into action, working with your other advisors, meeting with you regularly and adjusting as we go. MGO } signature makes us intrinsically aware of the details of your financial life helping us better manage the big picture.

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The opinions and description of any investment strategies referenced on this site should not be considered as an offer to sell or a solicitation to purchase specific securities. Past performance is not a guarantee or a reliable indicator of future results. Investment return and the principal value of an investment will fluctuate.